The Membership Setup page in BlueGolf 360 allows administrators to configure key settings for membership registration, ensuring a smooth enrollment process. This guide provides an overview of the essential sections within the setup page.
To get to the membership setup age, administrators can navigate to the Registration tab, select membership, and select Setup:
Membership Registration Form
This section of the Membership Setup process focuses on configuring the registration form and registration wizard, which determines what members experience during the signup process. Proper setup ensures a seamless and informative registration journey.
- Registration Pricing Text- Provides a brief description of the available membership levels during registration. A help bubble appears to offer additional details about membership options.
- Design Registration Form- Configures the registration form and required fields. Ensures all necessary information is collected from members during signup
- Registration Complete Page- Allows administrators to add a custom message displayed after successful registration. Example: "Thank you for registering for membership with the Buick Club!"
Membership Setup
This section includes optional configurations to enhance the membership registration process:
- Coupons- Create and manage discount codes that members can apply during registration.
- Membership Waiver- Upload or create a waiver that members must acknowledge before completing registration.
- Rules Quiz- Add a quiz to ensure members understand specific rules or guidelines. The quiz will be sent out after the registration process is complete.
Membership Email Setup
Administrators can customize automated emails sent during or after the membership registration process. These emails help keep members informed about their registration status, payments, and any changes to their membership.
- Approved- Confirms successful membership approval.
- Registration Acknowledgement- Confirms acknowledgement of a membership application.
- Registration Denied- Notifies applicants if their membership request is denied.
- Payment Denied- Alerts members of a failed payment attempt.
- Authentication Required- Requests additional verification before membership approval.
- Cancellation Acknowledgment- Confirms receipt of a membership cancellation request.
- Cancellation Processed, Refund Issued- Notifies members when their cancellation is processed and a refund is issued.
- Unable To Process Refund- Informs members if a refund could not be processed.
- Fee Adjustment, Refund Issued- Confirms a membership fee adjustment with a refund.
- Fee Adjustment Payment Denied- Notifies members if a fee adjustment payment fails.
- Upgrade Approved- Confirms approval of a membership upgrade.
- Upgrade Registration Acknowledgement- Acknowledgement of a membership upgrade request.
Receipt Setup
The Receipt Setup section allows administrators to customize and manage automated receipts sent to members for registration payments and refunds. These receipts provide confirmation and transaction details for financial records.
- Registration Payment Receipt- Sent to members upon successful completion of a membership payment, confirming the transaction details.
- Registration Refund Receipt- Issued when a refund is processed, detailing the amount refunded and the reason for the transaction.
Miscellaneous Setup
The Miscellaneous Setup section includes additional configuration options to customize the membership registration experience. These settings allow administrators to refine registration details, membership information, and branding elements.
- Registration Settings- Set the registration deadline, define whether admin approval is required, and establish the season start and end dates.
- Registration Levels and Fees- Define membership tiers, pricing structures, and any applicable discounts or fees.
- Membership About- Add a description of the membership program to provide registrants with key details about benefits, requirements, and policies.
- Banner- Upload a custom banner to be displayed on the membership registration page for branding and promotional purposes.
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